Pavaki Capital Management LLC: 13F holdings
CIK 21430272026Q2
| Positions | 158 |
|---|
| Reported value | $286.8m |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 158 (+8 vs prior quarter) |
|---|
| Reported value | $286.8m (+21.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CVX CHEVRON CORP NEW | 97,000 | $16.1m | 5.6% |
| MIST MILESTONE PHARMACEUTICALS IN | 9,067,848 | $12.2m | 4.2% |
| INTU INTUIT | 38,600 | $10.1m | 3.5% |
| QCOM QUALCOMM INC | 49,000 | $9.1m | 3.2% |
| B BARRICK MNG CORP | 221,500 | $8.1m | 2.8% |
| TXT TEXTRON INC | 84,300 | $7.7m | 2.7% |
| REGN REGENERON PHARMACEUTICALS | 9,900 | $6.2m | 2.2% |
| NVDA NVIDIA CORPORATION | 26,000 | $5.2m | 1.8% |
| ARQT ARCUTIS BIOTHERAPEUTICS INC | 187,000 | $4.9m | 1.7% |
| SPRY SILVERBACK THERAPEUTICS INC | 579,600 | $4.6m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2143027")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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